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Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
526
Fairview Capital Investment Management
California
$236K
AF
527
Advisornet Financial
Minnesota
$235K
GC
528
GatePass Capital
Ohio
$234K
CWMK
529
Caliber Wealth Management (Kansas)
Kansas
$232K
MCM
530
MidAtlantic Capital Management
Virginia
$231K
NDSI
531
Newman Dignan & Sheerar Inc
Rhode Island
$227K
PWM
532
Parkshore Wealth Management
California
$227K
PFA
533
Professional Financial Advisors
Nebraska
$226K
VDI
534
Vaughan David Investments
Illinois
$221K
SCM
535
SCS Capital Management
Massachusetts
$216K
WF
536
Whelan Financial
California
$216K
FFM
537
Forum Financial Management
Illinois
$216K
PFS
538
Prospera Financial Services
Texas
$215K
CIA
539
Concurrent Investment Advisors
Florida
$214K
SA
540
SRH Advisors
Kansas
$213K
TCOV
541
Trust Company of Vermont
Vermont
$213K
MFP
542
Meramec Financial Planners
Missouri
$212K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$207K
B
544
Bensler
Washington
$205K
EA
545
Evolution Advisers
Virginia
$205K
BCWM
546
Bartlett & Co Wealth Management
Ohio
$205K
WWM
547
Western Wealth Management
Colorado
$204K
BMCM
548
Burns Matteson Capital Management
New York
$203K
IA
549
Inspire Advisors
Idaho
$202K
AAP
550
Arax Advisory Partners
Colorado
$191K